Clearwater Paper Corporation
CLW
position
long
Jay Petschek & Steve Major ’94
Thesis
We liked the private label tissue business and saw potential for value creation under new management. The company has been buying back shares aggressively, indicating confidence in its future earnings power.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The potential for value creation and share buybacks are positive indicators, but without concrete results or time elapsed, the outcome remains uncertain.
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